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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,625 | $147,167-52.0% | $111,392-36.6% | $135,380-47.8% |
| Participation rate | 73.7% | 84.0%-10.3pp | 78.9%-5.2pp | 82.6%-9.0pp |
| Annual return | -9.50% | -4.44%-5.1pp | -2.06%-7.4pp | 519.81%-529.3pp |
| Employer contribution / active EE | $4,961 | $5,204-4.7% | $4,328+14.6% | $4,779+3.8% |
| Participant deferral / active EE | $7,644 | $6,565+16.4% | $5,567+37.3% | $5,609+36.3% |
| Admin fee / account holder | $167 | $20,270-99.2% | $12,266-98.6% | $10,828-98.5% |